quickbooks Training and Consulting pro Advisor

You’re not alone. I know that learning QuickBooks can be a struggle. It takes time, and mistakes cost you money. Besides, you're busy running the business and doing your job.

I have the solution! Invest 2 hours of time in a one on one training session. After the first session you’ll feel more comfortable with QuickBooks and be more confident.

Everyone is different when it comes to learning new things so we’ll take sometime to discuss your goals and help you achieve them.

If you’re just starting your business we’ll begin by setting up a chart of accounts. Then you’ll learn basic QuickBooks navigation. We’ll go over setting up customers, product information, creating invoices, receiving payments and making deposits.

Next we’ll connect your bank accounts and credit cards to QuickBooks. QuickBooks keeps track of all your ATM purchases and withdrawals, plus all direct online fund transfers. Instead of methodically entering every single transaction you make, you download them straight from the bank, which will save you a lot of time. We’ll review categorizing expenses once transactions are imported from the bank.

We’ll then discuss, writing checks, entering bills and making payments.